education services - efront€¦ · two efront invest classroom courses are provided: efront invest...
Post on 09-Jun-2020
16 Views
Preview:
TRANSCRIPT
Education Services
Summary of Offerings
Nov 07, 2018
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 2 of 34
Table of Contents
Classroom courses ......................................................................................................... 3
1.1. eFront Invest ........................................................................................................................ 3 1.1.1. eFront Invest Essentials (eFI100) ............................................................................................................. 4 1.1.2. eFront Invest Configuration (eFI200) .................................................................................................... 6
eLearning courses .......................................................................................................... 8
2.1. eFront Invest ........................................................................................................................ 9 2.1.1. Get started with eFront Invest ................................................................................................................ 9 2.1.2. eFront Investment .................................................................................................................................... 10
2.1.2.1. eFront Investment – Direct Equity................................................................................................ 11 2.1.2.2. eFront Investment – Indirect (Introduction) .............................................................................. 12 2.1.2.3. eFront Investment – Indirect (Business Case – Closed Ended) ........................................... 13
2.1.3. eFront Debt ............................................................................................................................................... 14 2.1.4. eFront Investor .......................................................................................................................................... 16 2.1.5. eFront GL .................................................................................................................................................... 17
2.2. eFront Office ..................................................................................................................... 20 2.2.1. eFront Deal Flow ...................................................................................................................................... 20
2.3. Mandatory Platform ......................................................................................................... 21 2.3.1. eFront Ware ............................................................................................................................................... 21
2.3.1.1. eFront Query Builder ....................................................................................................................... 21 2.3.1.2. eFront Excel ....................................................................................................................................... 22 2.3.1.3. eFront Imports ................................................................................................................................... 24
2.3.2. eFront Core ............................................................................................................................................... 26 2.3.2.1. Document Management ............................................................................................................. 26 2.3.2.2. eFront Contact Management ..................................................................................................... 27
2.4. Reporting Tools ................................................................................................................. 29 2.4.1. eFront Analytics Designer ...................................................................................................................... 29
2.5. Interfaces .......................................................................................................................... 31 2.5.1. eFront Outlook .......................................................................................................................................... 31
Contact Us ..................................................................................................................... 32
Appendix ....................................................................................................................... 33
4.1. Roadmap 2019 ................................................................................................................. 33
4.2. Classroom training sessions fees ................................................................................... 33
4.3. eLearning courses fees ................................................................................................... 33
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 3 of 34
1. Courses provided by Education Services
eFront Education Services provides both online and classroom training. The offerings provided are
outlined in this document.
If you need a course which is not listed here, please, talk to your eFront point of contact.
Classroom courses
Currently classroom courses provided by Education Services are covering the scope of eFront business solutions with respective modules. The trainings can be delivered in the eFront office in Belgrade (fully equipped room including computers), or in your company’s premises, according to the agreement you make with eFront Education Services.
1.1. eFront Invest
Two eFront Invest classroom courses are provided: eFront Invest Essentials (eFI100) and eFront Invest Configuration (eFI200). eFront Invest Essentials (eFI100) focuses on how to use the business solution as end users and eFront Invest Configuration (eFI200) focuses on configuring the solution and is geared more towards super users and administrators of the system. Both of them are comprised of different modules of the eFront Invest Solution suite. All the concepts and practices you have been exposed to during the training are based on READY packaged configuration that capitalizes on the best practices on the Alternative Investments’ market. The entire agenda both for eFI100 and for eFI200 is based on Private Equity test cases. There are multiple training sessions scheduled each year, but more can be held as necessary (subject to request and availability of resources). The classroom sessions can be held either in eFront Belgrade office in Serbia or on client premises (if attendees are more than 5).
Venue eFI100 eFI200 Available seats Cost per participant
Belgrade Dates to confirm with your eFront contact 12 See appendix
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 4 of 34
1.1.1. eFront Invest Essentials (eFI100)
This is a one-week course (4,5 days). It lasts for eight hours each day with the fifth day being reserved for the two-hour test. The summary of the training agenda is described hereafter. Note: * Some topics covered relate to the other eFront business solutions that are integrated with eFront Invest.
Modules Topic
Day 1
* eFront Core (Mandatory Platform)
Data Repository and Search Engine Contact Management Document Management
Description: navigation through software; introduction to different types of objects in the system and examples of contact relationship management; activity and task management; organization of files, document versioning, document search functions
* eFront Deal Flow (eFront Office) eFront Workflow
Deal Flow Workflow
Description: navigation through deal flow and difference between deal flow and workflow
eFront Investor Investor Accounts Close-ended Fund Management
Description: Investor account and exercises for creating fund operations based on closed ended fund statuses with tracking investors’ positions and performances
Day 2
eFront Investor Close-ended Fund Management – (continued)
Description: Investor account and exercises for creating fund operations based on closed ended fund statuses with tracking investors’ positions and performances and generating fund notices
eFront Investment Direct Investment Indirect Investment
Description: Direct and Indirect investment process with exercises covering the investment lifecycle of an equity holding and tracking investments in third party managed investee funds, through a full investment structure, to show you how to track the performance at the portfolio level, at the fund investment level or at the underlying investment level (transparency capability)
Day 3
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 5 of 34
Modules Topic
eFront Investment Indirect Investment – continuation
Description: tracking investments in third party managed investee funds, through a full investment structure, to show you how to track the performance at the portfolio level, at the fund investment level or at the underlying investment level (transparency capability)
eFront Debt Managing different schedules with varied time segments, rates and conditions with loan instrument type
Description: exercises regarding automation of management and booking of recurring transactions related to loan instruments
eFront GL Accounting
Description: manage Chart of Accounts and General Ledgers; lifecycle of GL entries
Day 4
eFront Settlement Cash Management
Description: settle business transactions; manage cash transfers and performing bank reconciliation
* eFront Ware (Mandatory Platform)
eFront Excel eFront Query Builder eFront Import
Description: Introduction to the use of the import tool for data migration and BI tools for data extraction.
* Reporting tools eFront Analytics Designer
Description: Introduction to purpose of using Reporting tools
Dedicated Q&A/ Assessment test preparation
Description: wrap up of previous days
Day 5
Assessment test 2 hours
This course covers our diverse customer base including Limited Partner, General Partner and Fund Administrator solutions. By completing the course, you will understand the in-scope modules from each perspective and will be able to complete tasks necessary for your specific focus within the front, middle or back office.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 6 of 34
1.1.2. eFront Invest Configuration (eFI200)
This is three days course. It lasts eight hours each day with the fourth day being reserved for preparation for the test and 3-hour test. The summary of the training agenda is described hereafter. After the completion of this course you will be more comfortable with the configuration side of our eFront Invest solution. This will be most beneficial for those administering the eFront Invest solution or internal employee's at eFront who are tasked with deploying the software for our customer's. Note: * Some topics covered relate to the other eFront business solutions that are integrated with eFront Invest.
Modules Topic
Day 1
* eFront Ware (Mandatory Platform)
Introduction to the framework and the data model Description: general settings and options of configuring application
* eFront Deal Flow (eFront Office) eFront Workflow
Workflow configuration
Deal Flow configuration
Description: exercises regarding set up of workflow and deal flow processes
Day 2
* eFront Ware (Mandatory Platform)
Screen customization
Description: exercises regarding additional panels (sections) and customization of additional fields
eFront GL Accounting
Description: set up chart of accounts, accounting schemes, accounting characteristics and NAV fund operation through the closing
* eFront Ware (Mandatory Platform)
eFront Imports Introduction to data import
Description: how to use import tool, how to build import templates: example of importing investment structure
Day 3
* eFront Ware (Mandatory Platform)
Access rights
Description: multiple examples of customization by using access rights
* eFront Ware (Mandatory Platform)
Introduction to eFront Query Builder
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 7 of 34
Modules Topic
Description: general usage of Query Builder with exercises – how to access and navigate among the application’s user interface, introduction to query, how to design your own query: query components, query scope and executing a query, filtering results, improve query dynamics: defining parameters, exporting results to excel
* eFront Analytics Designer
Introduction to eFront Analytics Designer Description: general usage of Dashboards with exercises – how to access and navigate among the application’s user interface, how to design your own dashboard: how to use cross table and pie chart to display the information needed
* eFront Ware (Mandatory Platform)
Introduction to eFront Excel
Description: general usage of eFront Excel with exercises – how to design eFront Excel report: managing data sources: front-cube cubes and queries from the Query Builder, create a report table, edit a table, export a report table
Day 4
Dedicated Q&A/Assessment test preparation Description: wrap up of previous days
Assessment test 3 hours
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 8 of 34
eLearning courses
eFront provides interactive eLearning courses authored in the latest release of Adobe Captivate. The
courses are delivered as animated and narrated videos that explain how eFront applications work,
accompanied with software demonstrations and interactive exercises which allow learners to
practice their software skills. Each eLearning course is followed by a quiz that enables learners to
test their knowledge of the applications covered in the material.
The main characteristics of the eFront online courses are the following:
Relevant content – important concepts are presented and explained, as well as hands-on
‘how to’ processes needed for mastering the application.
Interactivity – learners are actively participating, rather than being passive observers. They
are asked to complete a series of guided tasks throughout the course.
Strong business cases – courses are rich in practical examples that help learners relate the
presented concepts to the real-life needs of their organizations.
eFront eLearning courses can be accessed through our learning management system at any time
where learners can go through the courses at their own pace. They can also track their deadlines,
progress, check the completed courses and grades.
The eLearning courses are stand-alone courses that enable users to independently use essential
features of eFront’s applications, but they can also be used as a resourceful preparatory material for
the classroom training. They cover modules of eFront Invest, eFront Office, Mandatory Platform,
Reporting Tools, and Interfaces.
Our Education Services team is working to expand our offering and improve the available content.
The current scope available for eLearning is below for your reference:
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 9 of 34
For more information on how to contact us, see the Section 3.
2.1. eFront Invest
Regarding eFront Invest, several courses are provided for this solution. Each course is released independently and can thus be taken individually with no pre-requisites. However, if you don’t have any previous knowledge of the application, we recommend you to go through the introductory course Get Started with eFront Invest in order to become familiar with the basic objects and navigation through eFront Invest. Business modules covered in current courses are:
an introduction to the eFront Invest business solution
eFront Investment
eFront Debt
eFront Investor
eFront GL
2.1.1. Get started with eFront Invest
Course title in the LMS Get started with eFront Invest
Duration 45 min
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 10 of 34
This is our introductory course for our eFront Invest product. It is recommended to all to begin within
this course before progressing to any specific module related courses. This course will help to
establish the foundation necessary to continue your learning related to eFront Invest.
At the end of the unit the trainee will:
Understand the positioning and key benefits of eFront Invest
Be able to access the eFront Invest application
Know the different modules comprising eFront Invest
Know the different areas of the interface
Be able to navigate within the application using the interface options
Understand the purpose of data regions
Understand the organization of the main objects.
In the table below, you can find the sections composing Get started with eFront Invest course as
well as topics covered in those sections.
Section Topic
Introduction to eFront Invest Introduction to eFront Invest, key features, benefits and
modules composing eFront Invest.
eFront Invest User Interface How to log in to the software, navigate on the Homepage
and customize basic user settings. Search of the companies,
funds and other objects is presented, as well as filtering,
object navigation and data regions.
Introduction to the Main
Objects
Explanation of the main objects and information clusters
within the system.
2.1.2. eFront Investment
The eFront Investment module covers both direct and indirect investments. For the direct scope of investments, we offer the following course:
eFront Investment - Direct Equity Regarding the indirect investments, there is a set that includes two courses:
eFront Investment – Indirect (Introduction)
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 11 of 34
eFront Investment – Indirect (Business Case – Closed Ended)
2.1.2.1. eFront Investment – Direct Equity
Course title in the LMS eFront Investment - Direct Equity
Duration 6 hours
The eFront Investment module enables clients to track and report on portfolio investment key
metrics for both Direct and Indirect investments such as cost, value, realized gain (both FX and
investment related), IRR and money multiple or commitment, unfunded, contribution, distribution
and NAV.
Reports and dashboards are available to complement the module and allow users to slice and dice
and report on customizable views of the data or custom metric information as of any date in multiple
currencies (investor currency, investee currency and instrument or share currency).
At the end of this course the trainee will:
Know and understand the different layers of an investment structure and associated
objects
Understand the concept of transactions and positions and how they function in eFront
Invest, including knowing how to view information on the different pages in the system
Understand the concept, use, and importance of the Capitalization Table, Portfolio page
and Investors Accounts & Instruments page
Be able to manage an equity investment through the following activities:
o Creating investor account(s) and linking it to the investor(s)
o Creating instruments, operations, and transactions
o Distributing dividends in cash
o Valuation of instruments
o Converting stock options into shares
o Exiting an investment
Know and understand the different transactions available in the “Ready” edition regarding
equity investment.
Two quizzes are included in this course.
In the table below, you can find the sections composing this course as well as topics covered in
those sections.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 12 of 34
Section Topic
Introduction to eFront Invest Introduction to eFront Investment module, direct
investment private equity asset class features and direct
equity instruments.
The Different Layers of an
Investment Structure and
Associated Objects
Explanations of different objects: the investor, investee
company, investor account and instruments, transactions
and operations.
Transactions, Capitalization
Tables, Positions and
Performances Calculations
The concept of transactions and positions in the eFront
Invest user interface, the usage of Investors Accounts &
Instruments page, Capitalization table and Portfolio page.
More Insight on Positions and
Performances Calculation
More details regarding positions and performances
calculation in the eFront Invest.
Business Case – The Life Cycle
of an Equity Investment
The whole life cycle of an equity investment is covered.
More specifically, creation of the investment structure is
shown, initial investment with common shares, capital
increase with common shares with 2 voting rights and stock
options, distribution of dividends to the investors,
valuations, conversion of stock options and final exit from
the investment.
An Insight into Equity
Instruments and Associated
Transactions in the Ready
Configuration
Different transaction types from the Ready configuration
are explained as well as their business use.
2.1.2.2. eFront Investment – Indirect (Introduction)
Course title in the LMS eFront Investment – Indirect (Introduction)
Duration 2 hours
For indirect investment, users are presented with a robust set of tools to track their investments in investee funds. This includes the capability to record manager or fund specific information, as well as business transactions, such as commitments, calls or distributions. Complex investment structures can also easily be created and maintained in the system.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 13 of 34
The users can also track the performance at the portfolio level, at the fund investment level or at the underlying investment level. At the end of this course you should:
Be familiar with the scope of the eFront Investment module for indirect fund investments
Understand how to create an investment structure linking together certain objects
Understand how fund operations are used to capture investment transactions at the fund level
Understand how fund amount types are used to capture the granular details within the fund operations
Know how our calculation engine provides industry specific calculations and metrics to help you run your business
Understand how to track the underlying portfolio
The course consists of all the important topics for the indirect investments and various tasks that
help the learner to understand all the necessary steps. The course is followed by a quiz.
There are four sections in the course and a quiz at the end. The covered topics are presented below.
Section Topic
Introduction to eFront
Investment - Indirect
Introduction to eFront Investment module’s main features,
as well as the key features in the context of the indirect
investments.
Key Objects for eFront
Investment (Indirect)
Learn how to establish an investment structure and how to
create all main objects such as the Fund, Investor Account,
Fund Operation and Portfolio Object. Important operations
within the Ready solution will be explained as well.
Calculation Engine -
Introduction
How the Fund Amount Types impact the Calculation Engine
of eFront Invest.
Tracking the Underlying
Portfolio
This section covers the steps needed in order to track the
underlying portfolio companies that the investment fund
invested into.
2.1.2.3. eFront Investment – Indirect (Business Case – Closed Ended)
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 14 of 34
In continuation to the eFront Investment – Indirect (Introduction) course, you can go through the second course related to the indirect scope which is focused on a typical business case. The case reviews an indirect investment into a closed ended investee fund.
Course title in the LMS eFront Investment – Indirect (Business Case –
Closed Ended)
Duration 2 hours
At the end of this course you should:
Be familiar with the process of creation and linking of all necessary objects for the indirect investment into closed ended investment funds
Learn how to create the following operations: o IF: Commitment, IF: Call, IF: Official NAV, IF: Distribution, IF: Secondary Sale
Understand how the purchase of the underlying companies is performed through the creation of the needed instruments and transactions
Understand how the positions can be monitored on the following pages: Portfolio page, Dashboard and Investor Positions page
Section Topic
Business Case - Overview Introduction to the course and the business case
presentation.
Alpha Closed Ended
Investment Fund
Learn how to build the investment structure, step by step
and create the IF: Commitment and IF: Call fund operations.
The purchase of the underlying companies is also covered,
as well as the creation of the IF: Official NAV, IF:
Distribution, IF: Secondary Sale fund operations and the GP
Reports.
2.1.3. eFront Debt
Course title in the LMS eFront Debt
Duration 2,5 hours
eFront Debt has been designed to manage complex schedules with varied time segments, rates and
conditions using custom or pre-set amortization profiles. Also, managers can track payment history,
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 15 of 34
calculate late payment interest and manage accruals. If needed, users can override the automatically
generated schedules for transactions and payments.
Its powerful capabilities automate the management and booking of recurring transactions related
to:
Loans and mortgages of various types including financing, development, bridge
and revolving loans
Bonds such as fixed rate, floating rate, zero coupon, convertible and other streams based
on data known today is available and any point in time accrual positions.
This interactive course is split into five (5) sections, including a dedicated practice business case, and
contains a final quiz.
At the end of the course the trainee will:
Know and understand the capabilities and main concepts of the eFront Debt.
Be able to access eFront Debt and navigate its interface.
Understand the concept of events as calculation models for:
o Repayments
o Cash Interests
o Capitalized Interests
Be able to manage a debt investment (loan and/or bond) by creating instruments, events,
and transactions to cover the following activities:
o loan advances/purchasing bonds
o generating transactions and viewing updates to the Amortization schedule/table, and
other relevant tables/positions
o capturing repayments with added interests and traches, or selling bonds to 3rd
parties
o Calculating accrued interests
o Writing off debts
Know and understand the different transactions available in the “Ready” edition regarding
debt investment.
In the table below, you can find the sections composing the course and covered topics
Section Topic
About eFront Debt (Loan) Introduction to eFront Debt
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 16 of 34
Section Topic
eFront Debt (Loan) – Main
Concepts and User Interface
Introduction to main concepts and user interface, how to
access eFront Debt, explanations of events, FX rate tables,
fixed vs. floating rates, calculation dates, generation of
transactions and amortization table, as well as accruals.
Practice Different exercises to go through loan and cash interest
(fixed rate), loan with floating cash interest and tranche,
loan with fixed capitalized interest and fixed cash interest,
constant annuity loan and bond (floating rate with cap and
floor).
An Insight into Debt
Instruments and Associated
eFront Loan Events and
Transactions in the Ready
Configuration
An Insight into commitment,
advance/purchase/subscription, expense, repayment and
redemption, cash interest, accrued and capitalized interest,
redemption penalty and write off.
2.1.4. eFront Investor
Course title in the LMS eFront Investor – Commitment Based Funds
Duration 2,5 hours
Subscription specific information is maintained for each subscription that the investor has made
into each Fund. An investor’s embedded dashboard provides an ILPA based view of the investing
activity of the Investor through one subscription into a Fund. In the case of an investor subscribing
into a Fund at a later date then an equalized view is also available.
Business fund operations (available in up to 4 currencies) model the selected investors who are
participating in each investment/divestment activities (such as calls, subscriptions and
distributions). From here notices can be produced and emailed directly from eFront Invest.
The cash flows between the Fund and the investor can be viewed at any point in time from either
the investor’s perspective or for the Fund as a whole.
By the end of the course the trainee will:
Be able to navigate the eFront Invest fund and investor management interface.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 17 of 34
Know and understand the basic layers and objects of a fund structure.
Be able to create and manage the objects dedicated to the fund structure in eFront Invest.
Understand the life cycle of a commitment-based managed fund.
Understand the implications of commitment-based managed fund operations and their
impact on positions and performances.
Be able to perform the processes associated with the life cycle of commitment-based
managed funds within eFront Invest.
Know and understand the different transactions available in the Ready edition.
In the table below, you can find the sections composing this course as well as the covered topics.
Section Topic
The Different Layers of a Fund
Structure and Associated
Objects
Introduction to the fund, investor, investor account, fund
operations and notices
Fund Operations, Positions
and Performances Calculation
The concept of fund operations and positions and fund
operations and positions in the eFront Invest user interface
specifically
Business Case – The Life Cycle
of a Commitment-Based
Managed Fund
Practical business case that cover different aspects of the
life cycle of a commitment based managed fund. This
includes: creation of the investment structure, initial
commitment, first capital call, generation and sending of a
notice to the investors, subsequent closing with true up,
following capital call, valuation and distribution.
An Insight into Fund
Operations for Commitment-
Based Managed Funds in the
Ready Configuration
An insight into MF: Commitment, MF: Call, MF: Subsequent
Closing with True Up, MF: Return of Call (Negative Call), MF:
Net Asset Value, MF: Distribution, MF: Distribution in Kind,
MF: Transfer
2.1.5. eFront GL
Course title in the LMS eFront GL – Using the General Ledger
Duration 3 hours
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 18 of 34
In this course trainee will learn how to use the eFront GL module to support the accounting workflow, to setup basic tools and use it in the regular business activities. The course is designed for the end User to provide confidence in using the eFront GL module through the creation and maintenance of the ledger, processing of entries, periodic closing position and review. To support learning experience, many interactive parts are available, enabling your engagement and practice time. By the end of the online course the trainee will:
Understand the automation of GL entries into the General Ledger in a Business as Usual
environment
Create the General Ledger and link it to the selected Chart of Accounts
Create the subledgers and understand the best practices in eFront Invest related to the
subledgers
Review the trial balance and navigation of the General Ledger pages
Review and understand the subledgers and their relationship to the main General Ledger
Understand the accounting impact of different allocation rules
Manage closings
Section Topic
Introduction Introduction to the key concepts of the course.
Day to Day Usage of the
General Ledger
Explanation of the entries generation, basic navigation and
use cases in the business as usual accounting procedures.
General Ledgers Basics of Chart of Accounts and relation to the specific ledgers. Procedure to create a new general ledger. Linking the entity to the general ledger.
Subledgers This section contains the following topics: Navigation through the subledgers, detailed explanation and extensive exercises on allocation rules, setting up and applying the allocation rules, analyzing their impact to the subledger accounting, the impact of subsequent closes on the subledger and impact of transfers on the subledger.
Managing Closings Detailed explanation of closing process in eFront Invest, covering all relevant closing procedures such as: The generation of FX revaluations, interest accruals calculation, generation of subledgers, generation of pre-GAV
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 19 of 34
Section Topic
and post-GAV fee accruals, generation of GAV and NAV operations, transfer of account, soft close and hard close.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 20 of 34
2.2. eFront Office
eFront Office is a product designed to assist our customers front office in capturing their network of
contacts, companies and prospective investments (i.e. deals) or investors.
2.2.1. eFront Deal Flow
Course title in the LMS eFront Deal Flow
Duration 1,5 hours
eFront Deal Flow provides the users with a comprehensive tool for managing potential new
investment opportunities throughout the deal lifecycle. Against each deal the user is able to enter
key metrics and due diligence information which is customizable to the client. Daily, weekly and
periodic review dashboards can be used to analyze both individual deals and all deals.
The interactive online course is split into four sections and contains a final quiz.
By the end of the online course the trainee will:
Understand the basic principles of the Deal Flow process.
Be able to navigate through the relevant interface area and apply the deal object-related
features.
Be able to create/remove and manage the different steps of a deal.
Track different deals by utilizing dashboards.
In the table below, you can find the sections composing the Deal Flow course as well as the
covered topics.
Section Topic
Introduction to Deal Flow
Process
The functioning of the deal flow process in the eFront Invest
and main navigation
Main Pages of the Deal Object Explanation of the main pages of the deal flow objects
Create and Manage a Deal Creation of a deal from scratch
Deal Dashboards Introduction to Deal Dashboards which display all important
information about the deal
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 21 of 34
2.3. Mandatory Platform
The eFront modules here are grouped into two categories: eFront Ware and eFront Core.
The modules covered in current online courses are:
eFront Ware
o eFront Query Builder (Foundation)
o eFront Excel
o eFront Imports
eFront Core
o Document Management
o eFront CRM
2.3.1. eFront Ware
2.3.1.1. eFront Query Builder
Course title in the LMS eFront Query Builder (Foundation)
Duration 2 hours
Query Builder is a point and click tool that enables users to query eFront data and create ad hoc data
sets that can then be used for reporting and dashboarding purposes. The data extracted with the
query builder can be exported to Excel, used in dashboards, accessed via eFront Excel Add-in and
leveraged via reports designed with eFront Report Designer.
To build such a query, business users navigate among scopes of organized data that are named the
same way as they appear in eFront pages. Developer skills are not required to create queries.
In this course, you will learn how to use eFront Query Builder to design queries that will generate
the specific reporting information you need.
This course contains five sections. Beginning in Section 2 there will be exercises scattered
throughout each section so you will have many chances to practice the content.
By the end of the online course the trainee will be able to:
Design your first queries
Use filtering and grouping to further customize the results
Build queries focusing on Investment Portfolios
Build queries focusing on the other data models in eFront Query Builder
Export your results to Excel
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 22 of 34
Find the course sections and covered topics listed below.
Section Topic
Introduction Covers the foundation information for using Query Builder.
The trainee is introduced to the main spaces, icons and
constituents of the Query Builder.
Design Your First Queries Shows how to access eFront Query Builder, Query Builder
components, explains the query scope and how to execute a
query and group and filter results.
Improve Query Dynamics Covers query constituent properties including explanations
of the most frequently used properties and Excel formatting
rules for numbers.
Understanding the Data Model This section is dedicated to different points of view within
the Query Builder tool such as the top-down and bottom-up
point of view described using the investment portfolios. The
data model related to fund investors is also explained. You
will be able to see the path for the most frequently used
indicators for investment portfolios and fund investors, as
well as a kick introduction to the other scopes.
Using Query Results Cover the results exporting to Excel.
2.3.1.2. eFront Excel
Course title in the LMS eFront Excel
Duration 5 hours
eFront's Add-in for Microsoft Excel, enables users to access data residing in the eFront Core database
and leverage it within an Excel spreadsheet. eFront Excel provides numerous powerful features that
support the development of reports that fully benefits from the native Excel capabilities.
eFront Excel allows combining the power of a database, with the flexibility of Excel so that reporting
can be produced easily.
The interactive online course consists of five modules and concludes with a quiz.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 23 of 34
Understand the purpose of eFront Excel.
Be able to access eFront Excel.
Know and be able to navigate among the add-in’s user interface.
Understand and be able to use the various options provided in eFront Excel.
Be able to add data into eFront Excel using several means.
Understand the differences between regular Excel and eFront Excel formulae for specific
calculations.
Be able to use a combination of regular Excel and eFront Excel features and formulae to
retrieve data.
Understand the uses and structure of eFront Excel formulae.
Be able to create and use various eFront Excel formulae.
Be able to create, edit, format, and generally manage report tables within eFront Excel.
Create charts based on report tables and pivot tables.
Be able to export eFront Excel files so they are useful to those without the add-in.
Find the course sections and covered topics in the table below.
Section Topic
Get Started with eFront Excel Introduction to eFront Excel Add-In and its main features –
how to access it and get acquainted with its main options
for retrieving and managing the data utilized in eFront Excel.
Cell Formulae Examines how to use cell formulae. The emphasis here will
be on the eFront Excel formulae (eGet, eGetSum,
eGetParam, eGetIRR), but obviously all the regular Excel
formulae remain available.
Duplicate Sheet The purposes and applications of the Sheet Duplication
option are presented.
Report Tables Report Tables are a very powerful way to retrieve data by
dynamically managing the expansion of the rows, groups,
and breaks, as well as the formatting of your tables. Report
Tables also allow the user to execute versatile advanced
calculations with formulae provided by eFront (eGet,
eGetSum) or any regular Excel formulae. This module details
how to design and utilize the Report Tables.
Tips and Tricks Details tips and tricks that are good to know when using
eFront Excel such as: how to create Excel charts that are
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 24 of 34
Section Topic
directly based on a Report Table; how to connect an Excel
Pivot Table to a Report Table and understand the added
value it brings in calculating aggregated values or sums; how
to create charts with aggregated values based on a Pivot
Table; how to manage the expansion of rows in a Report
Table; useful things to know about formatting; How to use
the Export feature.
2.3.1.3. eFront Imports
Course title in the LMS eFront Imports
Duration 2 hours
This course introduces the main features, benefits and use cases for our Import tool within eFront Invest. It will explain how to migrate data into the eFront Invest application utilizing MS Excel based import templates. Additionally, this course provides the best practices and recommendations for the process of data migration. It introduces the mapping between Microsoft Excel and the eFront database. The content of the eFront Imports course is highly interactive – learners are supported by various
exercises and software simulations. Moreover, the complete Microsoft Excel file is embedded to be
used by learners with a training environment available.
By the end of the online course the trainee will:
Understand common procedures used when working with imports.
Be able to create and update an import template either based on the import tool or the
Microsoft Excel based import template.
Understand the behavior to determine when a record is either updated or created based on either the defined import mode or the ef$col/ef$key structure.
Understand the journal to determine the status of the import and the end result following its
successful execution.
Become familiar with the typical use cases for our import tool.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 25 of 34
Understand our recommended progression for any data migration efforts for both execution
and the order of the objects to be imported.
The sections of the course are listed below, as well as the covered topics.
Section Topic
Introduction to eFront Imports Introduction to the key features of this functionality with
some common use cases. Detail regarding basic navigation
and the various components of the eFront Imports page.
Recommended Progression Understanding the recommended progression to achieve
success when performing a data migration.
Import Templates Detailed review of the various components including
Folders, Templates and the Data model. Guidance towards
influencing the import behavior by either the import mode
or the usage of key columns.
Creating a New Import
(manually via Column Editor)
Detailed review of the step by step process with associated
practice for the trainee. The scope is the creation of an
import focused on the contact object from scratch.
Import Files Detailed review of the various components including the
mapping rows (Row 1 and 2) and specific column
behavior/reference information for the user. We discuss
some of the latest features to be released to improve the
user experience for those working with the import tool.
Creating a New Import (via an
existing import file)
Detailed review of the step by step process with associated
practice for the trainee. The scope is the creation of an
import based on an already existing import template (MS
Excel).
Modifying an Existing Import
(manually via Column Editor)
Detailed review of the step by step process with associated
practice for the trainee. The scope is the modification of an
existing import.
Journal Additional information regarding the contents of the Import
Journal to provide the knowledge necessary to resolve error
messages during the process of executing an import or full
data migration.
Miscellaneous Review of numerous miscellaneous topics related to the
import tool. These topics vary greatly but all can improve
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 26 of 34
Section Topic
the user experience when executing an import or full data
migration. They include but are not limited to the
following:
Background Tasks
System Workflows
eFront CMD
Query Builder
Mass Delete Tool
Appendices Embedded as separate files:
1. ImportExercise.xls – material for exercise
2. ExampleDataStructureDescription.pdf
3. ListOfAvailableImports.pdf
2.3.2. eFront Core
eFront Core is grouping a set of functionalities available to all clients that are cross products that will enhance the usability such as the search Engine, Contact and Company management, and Document managements.
2.3.2.1. Document Management
Course title in the LMS Document Management
Duration 20 min
This module provides the capturing of unstructured data such as files and attachments to be stored
within the database. Numerous features are available addressing the following key topics:
Organization of files to simplify the access across your organization
Security and permissions to ensure availability and integrity of information
Search functions to simplify the process required to provide context from supporting
documentation
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 27 of 34
Our industry demands significant commentary to provide context to the overall financials. Our
document management capabilities provide the ability to structure this information in way which
provides easy access and maximizes customer’s ability to benefit from this supplementary
information.
The interactive online course is split into four sections and contains a final quiz.
By the end of the online course the trainee will:
Understand the uses of the document management function
Be able to access existing files and upload new files using the Document Management system
Be able to manage files that are being used by multiple people at the same time
Be able to conduct standard and advanced file searches
The sections of the course are listed below, as well as the covered topics.
Section Topic
Introduction to Document
Management
Introduction to Document Management module and its key
features
Accessing, Uploading and
Downloading Files
How to access the files and how to manage them from the
main objects (e.g, Fund, Company, Property, Deal), as well
as store, upload and download
Simultaneous Document
Access
Check-in and Check-out features and deleting a document
version
Standard and Advanced Search More about the search options available within the files
page
2.3.2.2. eFront Contact Management
Course title in the LMS eFront Contact Management
Duration 45 min
The scope of this module includes the following key features:
Contact Relationship Management (e.g., Contact, Company)
Activities Management (Meetings, Phone calls, E-mails, Notes) including calculated
statistics for CRM entities based on the activities
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 28 of 34
Task management (Task)
The interactive online course is split into four sections and contains a final quiz.
By the end of the online course the trainee will:
Understand the basic concept of eFront CRM.
Be able to navigate through the related interface areas and use the CRM features provided
by eFront Invest.
Be able to manage contacts, and their respective tasks, notes, and activities.
Find the course sections and covered topics listed below.
Section Topic
Introduction to CRM Basic introduction to the eFront CRM Module
Manage contacts in eFront
CRM
Navigation, creation of the new contacts, search bar,
General page of the contacts, main fields and options and
how to import contacts from Excel
Track Activities in eFront CRM More about Activities page and synchronization between
eFront CRM and Outlook (with eFront Outlook add-in)
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 29 of 34
2.4. Reporting Tools
2.4.1. eFront Analytics Designer
Course title in the LMS eFront Analytics Designer
Duration 8 hours
eFront Analytics Designer is a powerful decision support tool that allows users to perform data
analysis on a real-time basis. The underlying data can come from multiple sources, such as cubes
(from Cube Server), libraries, queries (from the Query Builder) then allowing to drill into data from
various viewpoints, to set different analyses side-by-side so as to visualize and grab the key
elements.
Users can focus on particular axis of analysis and zoom into a deeper level of inquiry. Performance
calculations with multiple indicators are easily done. It enables playing with the figures in real time
and view the charts that are most appropriate.
This module also provides numerous formatting options to build nice looking dashboards that can
then be exported either a PDF document or an Excel file.
There are 11 modules in the interactive online course, with practice exercises throughout, and also
a quiz at the end.
By the end of the online course the trainee will:
Understand the purpose of the dashboard application
Know how to access the dashboard
Know and be able to navigate among the application’s user interface
Be able to add data into dashboards using several means (standard libraries, eFront Report
tables, Excel)
Know how to use the various charts to display the information needed
Be able to format the charts for aesthetic appeal
Be able to enhance the data cubes by adding additional fields and columns through various
processes and formulae
Be able to increase the dashboard’s dynamics through multi-tab filters, links between
areas, axis management, and navigation.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 30 of 34
Read more about the section within the course and all covered topics in the table below.
Section Topic
Introduction to Dashboard Introduction to the basic information needed to understand
the purpose, look, and functions of eFront Analytics
Dashboard.
The Basics of Utilizing
Dashboard
Each section of the interface (introduced in Module I) is
examined in greater detail to see the options that each
offers for managing the dashboard.
Add Data to the Dashboard Examines how to insert data from the various sources into
the dashboard.
More on Properties Examining the various options in each of the properties
panels for greater understanding in order to move on to
learning how to enhance the data.
Forms and Simple Tables Examines in more detail the nature and uses of simple
tables and forms.
Cross Tables Delves into how to effectively utilize the Cross Table.
More on Charts Examines how to utilize the various charts, outside of those
already examined in Modules 5 and 6, provided in the
Standard Charts and Table Charts of the Design Tool Area.
Operators and Parameters Knowing about operators for indicators and understanding
their functions is important. Therefore, in this examines
types and uses of operators, how to create custom
operators, and how parameters are related to the
operators.
Workbooks Details how to use Workbooks in the dashboard and how
they can be used in conjunction with Sheet Areas.
Enhance Data Cubes The previous modules examined how to enhance the
information retrieved using the various design tools. This
module, however, is dedicated to showing how changes can
be made to the data cubes/tables themselves in order to
enhance the information returned.
Increase Dashboard Dynamics Examines how to optimize navigation between data within
the dashboard (multi-table filters and axis management),
between dashboards, and from dashboards to the wider
eFront Invest application.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 31 of 34
2.5. Interfaces
2.5.1. eFront Outlook
Course title in the LMS eFront Outlook
Duration 25 min
The scope of the MS Outlook add-in includes the following key features:
eFront Outlook in Sync-mode – information related to contacts and related companies is
displayed within a dedicated panel within MS Outlook to expose eFront Invest information
into MS Outlook.
Notes and Activities Management
Subscription to organize contacts based on importance
The interactive online course is split into four sections and contains a final quiz.
By the end of the unit the trainee will be able to:
Download and install eFront Outlook add-in.
Manage synchronization between Outlook and eFront Office.
Manage meetings, notes, and attachments.
Find the course sections and covered topics below.
Section Topic
Introduction to eFront Outlook Introduction to eFront Outlook module and its key features
Downloading and Installing The procedure for downloading and installing eFront
Outlook
Using eFront Outlook eFront Outlook buttons, creation and synchronization of the
meetings, eFront Outlook Panel
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 32 of 34
Contact Us
As already mentioned, in the case you need a course which is not listed here, you should talk to your
eFront point of contact.
If you would like to learn more about how our online courses work and how the eLearning platform functions, you can schedule a demo presentation as well. To try our courses, please, ask for eLearning Demo that can be sent directly to you. For all other questions, send an email at university@front.net.
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 33 of 34
Appendix
4.1. Roadmap 2019
The Education Services team is constantly developing new courses. In 2019, we are planning to build three advanced courses and to cover various modules of eFront Invest:
eFront GL (Advanced)
eFront Fees
eFront Compliance
eFront Workflow
eFront Query Builder (Advanced)
eFront Excel (Advanced)
We are also working on the update of the existing courses. In 2019, the courses that are planned to be updated are for the following modules:
eFront Investor
eFront Debt
eFront Deal Flow
eFront Excel (Foundation)
eFront Core (Data Repository and Search engine, eFront Contact Management, Document Management)
4.2. Classroom training sessions fees
The cost is 2,500 for each participant attending the eFI100 session. The cost is 2,500 for each participant attending the eFI200 session. Training sessions can be delivered on client’s premises. Please be aware that such arrangements would increase the total cost, including the travel costs of eFront employee(s) in charge for trainings.
4.3. eLearning courses fees
Education Services • 07-11-2018 • Copyright © eFront 2018
Page 34 of 34
The price of an eLearning course varies according to the complexity and the duration of the course. There are 4 course categories. The course price per user is:
100 for low complexity courses
300 for medium complexity courses
500 for high complexity courses
1,000 for very high complexity courses The access to a course is for a period of 6 months.
Discounts can be applied as follows:
top related